Shelby Potz-NielsenCRD Number: 6202987
Current Firm: Ubs Financial Services Inc.
Shelby Potz-Nielsen (CRD# 6202987) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bryan, TX and has over 3 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Element Retirement & Investment Consultants, LLC
Eagle Strategies LLC
|Ubs Financial Services||Bryan, TX||Jun 2014 - Current||3|
|Unemployed||College Station, TX||Mar 2014 - Jun 2014||< 1|
|Ubs Financial Services||Bryan, TX||Jun 2013 - Mar 2014||< 1|
|Full-time Student||College Station, TX||Sep 2012 - Jun 2013||< 1|
|Worleyparsons||Calgary,||May 2012 - Sep 2012||< 1|
|Full-time Student||College Station, TX||Sep 2011 - May 2012||< 1|
|Benesh Bitz & Company||Saskatoon,||May 2011 - Sep 2011||< 1|
|Full-time Student||College Station, TX||Sep 2010 - May 2011||< 1|
|Whitesboro Pard||Whitesboro, TX||Jun 2010 - Sep 2010||< 1|
|Full-time Student||College Station, TX||Sep 2009 - May 2010||< 1|
|Whitesboro Pard||Whitesboro, TX||Jun 2009 - Sep 2009||< 1|
|Full-time Student||Lake Kiowa, TX||Sep 2008 - May 2009||< 1|
|Whitesboro Pard||Whitesboro, TX||Jun 2008 - Sep 2008||< 1|
|Full-time Student||Lake Kiowa, TX||Sep 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management391,710MILLIONS
Total Number of Accounts885,967ACCOUNTS
Average Account Value$442,127
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.